PTOP's AI Bet: A High-Stakes Plan to Spin Off a New Public Company

CAMBRIDGE, Mass. – December 01, 2025 – In the world of publicly traded companies, innovation often arrives in the form of a new product or a strategic acquisition. It is far rarer for a company, especially one on the OTC markets, to announce the creation of an entirely new public entity from within its own ranks. Yet, that is precisely the audacious strategy Peer To Peer Network (OTC: PTOP) has laid out with the launch of its new division, PTOP Intelligence Labs.

While the division’s immediate goal is to carve out a niche in the increasingly crowded field of AI-driven investor relations, the real story lies in the ambitious financial architecture behind it. This isn't just a product launch; it's a high-stakes bet on value creation with a unique reward structure for its investors.

The Two-for-One Shareholder Play

At the heart of the announcement is a bold and specific mandate. PTOP has tasked the new division, led by newly appointed president Derek McCarthy, with generating between $800,000 and $1,000,000 in revenue within the next 23 months. Should it succeed, the company plans to execute a corporate spin-off, turning PTOP Intelligence Labs into its own publicly traded company.

According to Chairman & CEO Joshua Sodaitis, this move is designed to create a “multiplier effect on long-term shareholder value.” Under a standard spin-off structure, existing PTOP shareholders would receive a proportional number of shares in the new AI-focused entity, effectively giving them equity in two companies for the price of one. “A spinout like this is a proven strategy used by major public companies to unlock hidden value, accelerate growth, and create two market-cap engines instead of one,” Sodaitis explained in a recent investor call summary.

While the strategy is proven, it is also complex and typically the domain of much larger corporations. Executing a spin-off involves navigating a labyrinth of legal, tax, and regulatory requirements, including extensive SEC filings like a Form 10 registration statement to provide the market with adequate information. The parent company must demonstrate a valid business purpose beyond simply creating a tradable shell. For a company with a market capitalization of under $5 million, marshalling the resources for such a maneuver is a significant undertaking. Success hinges on the new division not just meeting, but decisively hitting its aggressive targets to justify the move.

Democratizing Investor Relations with AI?

For the spin-off to even become a possibility, PTOP Intelligence Labs must first deliver on its technological promise. The division is entering the competitive investor relations (IR) software market, which is already populated with established players like Q4 and Irwin, as well as a host of specialized AI toolmakers. The division’s strategy appears to be focused on democratizing access to sophisticated tools for the underserved small-cap and mid-cap markets.

Its platform combines several key AI-powered features: automated investor identification, behavior-based content personalization, and AI-generated communications designed to mimic a CEO’s tone across email and LinkedIn. It even includes an AI-powered appointment booking system to streamline engagement with company leadership. These tools aim to give smaller issuers the kind of high-touch, data-driven investor outreach capabilities that are often cost-prohibitive.

Looking ahead, the division is developing features that push the boundaries of current IR technology. One is a company-specific AI search engine for investors. Another, more novel concept is “CEO Avatar Video Highlights,” which would automatically generate short video summaries of company news delivered by an AI avatar of the chief executive. This feature highlights the core tension of the platform: using technology to create a more personal connection at scale.

The Path to Revenue and a Multi-Million Dollar Valuation

The entire strategy hinges on a single question: can PTOP Intelligence Labs generate revenue, and can it do so quickly? The $800,000 to $1,000,000 target in under two years is ambitious. However, the potential reward is substantial. In the current market, AI software-as-a-service (SaaS) companies command impressive revenue multiples, often ranging from 10x to 30x or higher for high-growth ventures.

If PTOP Intelligence Labs were to achieve an annualized recurring revenue of just $500,000—well within its stated target range—a conservative 10x multiple could value the spin-off at $5 million. At a 20x multiple, that valuation jumps to $10 million, more than double the parent company’s entire current market cap. This is the “hidden value” PTOP’s leadership aims to unlock.

Early signs of progress are critical. Division President Derek McCarthy, who brings over two decades of experience in capital markets and AI engagement tools, stated that revenue is expected “very soon.” The company has disclosed that two customers are in a 90-day beta testing phase, and it is in “advanced discussions” with a major media group for a potential white-label partnership. The conversion of these early pilots and partnerships into recognized revenue will be the first major test of the venture’s viability and a key milestone for investors to watch.

Authenticity in an Automated Age

Beyond the financial engineering and revenue targets, the launch of PTOP Intelligence Labs raises deeper questions about the future of corporate communication. As AI becomes more sophisticated, where is the line between efficiency and authenticity? Can an AI-generated email written “in the CEO’s tone” or a video delivered by a digital avatar truly foster the trust that is the bedrock of investor relations?

Proponents argue these tools remove friction and allow for more consistent, personalized, and timely information flow, strengthening the company-shareholder relationship. Critics, however, may worry that they create a synthetic layer of communication that distances leadership from its stakeholders. The success of features like the CEO Avatar will depend on whether investors perceive them as helpful supplements to communication or as inauthentic replacements for genuine human interaction.

Ultimately, Peer To Peer Network is embarking on a fascinating and risky experiment. It is attempting to use the allure of the booming AI sector to execute a complex financial maneuver designed to create exponential shareholder value. The journey of PTOP Intelligence Labs will serve as a compelling case study in whether a small-cap innovator can successfully adopt the growth-hacking playbook of both Silicon Valley startups and Wall Street giants.